电池制造
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制约固态电池量产的关键瓶颈:等静压设备如何成为固态电池的“必过关卡”?
材料汇· 2025-09-03 15:52
Core Viewpoint - Solid-state batteries are considered the ultimate form of next-generation power batteries, with significant performance and safety potential attracting global automotive and battery giants to compete in this field. However, a key manufacturing bottleneck exists in achieving a solid-solid interface contact between the electrodes and electrolytes, which is crucial for mass production [2][18]. Group 1: Overview of Isostatic Pressing Technology - Isostatic pressing technology has been successfully applied for over 70 years in various industries, including ceramics and alloy materials [5][8]. - The technology utilizes the incompressibility of fluid media to uniformly apply pressure, facilitating the densification of materials [9][10]. - There are three types of isostatic pressing based on the temperature and forming process: cold, warm, and hot isostatic pressing, each with different applications and performance characteristics [12][13]. Group 2: Application in Solid-State Batteries - The introduction of isostatic pressing in solid-state batteries primarily addresses the densification stage after electrode formation, enhancing the contact quality between the electrolyte and electrodes [18][22]. - Isostatic pressing significantly improves the interface density, reduces internal resistance, and enhances ionic conductivity and cycle performance, making it a core process for achieving high energy density and stability in batteries [25][26]. Group 3: Industry Challenges and Opportunities - Current challenges for isostatic pressing equipment include safety concerns, low production capacity, and high costs, which hinder its integration into high-speed production lines [4][17]. - The global market for isostatic pressing equipment in solid-state battery production is projected to reach 2.9 billion by 2029, driven by the anticipated growth in solid-state battery capacity [47][48]. Group 4: Key Players and Developments - Major players in the isostatic pressing equipment market include Quintus, Xinxin Technology, and domestic manufacturers like Chuanxi Machinery and Baotou Kefa, all of which are advancing their technology for solid-state battery applications [38][39][40]. - Battery manufacturers such as CATL and BYD are actively validating and integrating isostatic pressing technology into their production processes, accelerating the industrialization of solid-state batteries [40][41]. Group 5: Future Prospects - The solid-state battery industry is expected to complete pilot testing by 2025, with small-scale production commencing in 2026-2027, leading to large-scale manufacturing by 2028-2029 [47][48]. - The anticipated increase in global solid-state battery capacity from 17 GWh in 2024 to 190 GWh by 2029 will significantly drive demand for isostatic pressing equipment [47][48].
罚没375万元!擅自销售未经强制性认证电芯,安普瑞斯被罚
Nan Fang Du Shi Bao· 2025-09-03 13:37
Group 1 - Amprius (Wuxi) Co., Ltd. was fined a total of 3.75 million yuan for multiple violations, including selling unapproved battery cells [1] - The violations included unauthorized sales of battery cells without mandatory certification and using materials from unapproved suppliers [1][2] - The fine consisted of confiscation of illegal gains amounting to approximately 3.52 million yuan and an additional fine of 230,000 yuan [1] Group 2 - The charging battery industry has faced a trust crisis since June, with several companies recalling products due to safety concerns linked to battery cells supplied by Amprius [2] - Companies like Romoss and Anker Innovation reported recalls of over 1.2 million units combined due to issues with battery cell materials [2] - Amprius has been identified as the supplier responsible for unauthorized changes in raw materials, leading to potential overheating and safety hazards in products [2] Group 3 - Amprius (Wuxi) Co., Ltd. is a joint venture established by Amprius Inc. and Wuxi Industrial Development Group, focusing on the production and sale of consumer lithium-ion batteries [3] - The company recently underwent a significant change in its controlling shareholder, with AMPRIUS LIMITED being replaced by AMPRIUS (HONG KONG-2) LIMITED [3] - Alongside the shareholder change, there was a substantial turnover in the company's executive team, with many original directors and supervisors being replaced [3]
充电宝电芯供应商安普瑞斯被罚没超374万元
Zhong Guo Xin Wen Wang· 2025-09-03 11:22
Core Points - Anpurs (Wuxi) Co., Ltd. was fined over 3.74 million yuan for unauthorized sales of products that lacked mandatory certification [1][2] - The company sold unapproved battery cells and continued sales during the suspension of its CCC certification [2] - Anpurs is a supplier of battery cells for brands such as Romoss and Anker Innovation, both of which recalled products due to battery issues [2] Summary by Sections - **Regulatory Action** - Anpurs was penalized by Wuxi Market Supervision Administration for failing to apply for certification extensions and for unauthorized sales [1] - The total penalty amounted to 3,745,914.77 yuan, including confiscation of illegal gains of 3,515,914.77 yuan and a fine of 230,000 yuan [2] - **Product Issues** - The company sold battery cells produced by other companies without mandatory certification [2] - Anpurs continued to sell products that did not meet certification requirements during the suspension of its CCC certificate [2] - **Company Background** - Anpurs (Wuxi) Co., Ltd. is a joint venture between a U.S. subsidiary and Wuxi Industrial Development Group, focusing on the production and sales of consumer lithium-ion batteries [2] - All 74 3C certificates held by Anpurs have been suspended or revoked by the certification authority [2]
野马电池:余谷峰拟减持1.50%
Xin Lang Cai Jing· 2025-09-03 11:11
野马电池公告,实际控制人陈一军、余谷峰、陈科军因个人资金需求,拟于2025年9月25日至2025年12 月24日减持公司股份:陈一军不超195万股(0.75%),其中集中竞价不超65万股、大宗交易不超130万 股;余谷峰不超392万股(1.50%),其中集中竞价不超130万股、大宗交易不超262万股;陈科军不超 195万股(0.75%),其中集中竞价不超65万股、大宗交易不超130万股。 ...
野马电池实控人陈一军、余谷峰、陈科军拟合计减持不超3%股份
Zhi Tong Cai Jing· 2025-09-03 11:04
Core Viewpoint - The actual controllers and key executives of Yema Battery (605378.SH) plan to reduce their shareholdings in the company through various trading methods [1] Summary by Relevant Categories Shareholding Reduction - Chairman Chen Yijun intends to reduce his holdings by up to 1.95 million shares, representing no more than 0.75% of the company's total share capital [1] - General Manager Yu Gufeng plans to reduce his holdings by up to 3.92 million shares, which is no more than 1.5% of the company's total share capital [1] - Deputy General Manager Chen Kejun also plans to reduce his holdings by up to 1.95 million shares, equivalent to no more than 0.75% of the company's total share capital [1]
亿纬锂能股价涨超12% “龙泉二号”全固态电池下线
Zheng Quan Shi Bao Wang· 2025-09-03 10:24
Core Viewpoint - EVE Energy's stock surged by 12.08% following the announcement of the opening of its solid-state battery production base in Chengdu, with a market capitalization reaching 130.95 billion yuan [2] Group 1: Company Developments - EVE Energy's solid-state battery research institute in Chengdu officially opened on September 2, with the "Longquan No. 2" solid-state battery successfully produced [2] - The Chengdu base covers approximately 11,000 square meters and aims for an annual production capacity of nearly 500,000 battery cells upon full operation [2] - The first phase of the base is expected to be completed by December 2025, with a manufacturing capability of 60Ah batteries, while the second phase aims for a 100MWh annual production capacity by December 2026 [2] - The "Longquan No. 2" battery has an energy density of 300Wh/kg and a volume energy density of 700Wh/L, targeting high-end applications such as humanoid robots and low-altitude aircraft [2] Group 2: Financial Performance - In the first half of 2025, EVE Energy reported revenue of approximately 28.2 billion yuan, a year-on-year increase of 30.06%, while net profit attributable to shareholders decreased by 24.9% to 1.605 billion yuan [3] - The company plans to distribute a cash dividend of 2.45 yuan per 10 shares, totaling around 500 million yuan [3] - The shipment of power batteries reached 21.48 GWh, a year-on-year increase of 58.58%, and energy storage battery shipments were 28.71 GWh, up 37.02% [3] - Excluding stock incentive expenses and specific bad debt provisions, the net profit attributable to shareholders increased by 3.78% to 2.218 billion yuan [3] Group 3: Future Outlook - EVE Energy has successfully developed an Ah-level sulfide-based solid-state battery prototype, with a pilot production line expected to be operational by 2025 [4] - The company anticipates achieving production breakthroughs in 2026, launching solid-state batteries with energy densities of 350Wh/kg and 800Wh/L, and plans to introduce high-energy solid-state battery products exceeding 1000Wh/L by 2028 [4] - The power battery segment's gross margin improved to 17.60% in the first half of the year, up from 11.45% the previous year, with expectations for stable deliveries in the third quarter [5]
峰璟股份:公司锂电池产品将依据国家相关标准及行业规范要求进行检验检测
Zheng Quan Ri Bao· 2025-09-03 10:15
Group 1 - The company, Fengjing Co., stated on September 3 that the verification of lithium battery products typically requires a combination of self-inspection and third-party verification [2] - The company's lithium battery products will be tested according to national standards and industry regulations [2] - The company will disclose any progress in accordance with regulations in the future [2]
超400亿!中创新航拿下重要电池项目合作
起点锂电· 2025-09-03 09:56
Core Viewpoint - Ashok Leyland announced a significant investment of over 500 billion INR (approximately 40.45 billion RMB) to develop and manufacture next-generation battery products for automotive and non-automotive applications, aiming to establish a localized battery supply chain in India [2] Group 1 - Ashok Leyland has entered into a long-term exclusive partnership with Zhongchuang Xinhang to invest in battery manufacturing projects over the next 7-10 years [2] - The investment will support not only Ashok Leyland and its electric vehicle sub-brands but also meet the demands of the entire automotive industry and the energy storage sector [2] - The project is part of a broader initiative to localize battery production in India, enhancing the country's capabilities in battery technology [2]
837174,30cm三连板!什么原因?
Shang Hai Zheng Quan Bao· 2025-09-03 09:52
Core Viewpoint - The recent surge in stock prices of companies like EVE Energy and Guoxuan High-Tech is attributed to advancements in solid-state battery technology, which is seen as a key growth area in the battery industry [1][5][6]. Company Developments - EVE Energy's Chengdu solid-state battery production base was officially inaugurated on September 2, 2025, with a total area of approximately 11,000 square meters and an annual production capacity of nearly 500,000 cells once fully operational [5][6]. - The first product from this base, the "Longquan No. 2" solid-state battery, has a capacity of 10Ah, energy density of 300Wh/kg, and volume energy density of 700Wh/L, targeting applications in humanoid robots, low-altitude aircraft, and AI high-end equipment [5][6]. - EVE Energy aims to achieve an energy density of 400Wh/kg and a volume energy density of 1000Wh/L by 2025, accelerating the commercialization of solid-state batteries [5][6]. Industry Trends - Guoxuan High-Tech has also highlighted its progress in solid-state battery research, claiming to be ahead in the industry with its first solid-state experimental line achieving a 90% yield rate [5][6]. - The solid-state battery sector is gaining traction, with companies like Hongyu Packaging experiencing stock price increases due to market speculation about their involvement in lithium battery packaging, which is essential for solid-state batteries [7][9]. Financial Performance - Hongyu Packaging reported a total revenue of 321 million yuan for the first half of 2025, a year-on-year increase of 5.54%, and a net profit of 12.21 million yuan, up 147.37% compared to the previous year [7][9]. - The company's new materials business, which includes lithium battery packaging, saw a revenue increase of 66.60% year-on-year, although it still reported a negative gross margin of -14.48% [9].
LG新能源再获奔驰大单
Sou Hu Cai Jing· 2025-09-03 09:44
IT之家 9 月 3 日消息,据韩国 LG 新能源(LG Energy Solution)周三提交的一份公司文件显示,该企业已赢得为 梅赛德斯 - 奔驰集团(Mercedes-Benz AG)供应电动汽车电池的订单。 该公司发言人在电话中透露,目前无法向外界公布这两笔交易的更多细节。 IT之家注意到,2024 年 10 月 LG 新能源就曾宣布,已获得奔驰方面 50.5GWh 的电池供应订单。 当前,LG 新能源正在美国和欧洲兴建电池工厂,客户涵盖特斯拉、通用汽车及奔驰等企业。 LG 新能源表示,将在 2035 年底前向奔驰供应 32GWh 的电池,但未披露该合同的具体金额。 在另一份单独提交的文件中,LG 新能源还提到,已与奔驰的一家关联公司签署另一份合同,到 2037 年底前,累 计向其出售 75GWh 的电池。 ...